Atticus Wealth Management’s Polaris PII Stock Holding History

Atticus Wealth Management’s Portfolio PII Stock Details PII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-70	Closed	-$2.85K	–	504
2025 Q2	$2.85K	Sell	70 -10	-13%	-$377	﹤0.01%	552
2025 Q1	$3.28K	Hold	80	–	–	﹤0.01%	433
2024 Q4	$4.61K	Hold	80	–	–	﹤0.01%	434
2024 Q3	$6.66K	Hold	80	–	–	﹤0.01%	417
2024 Q2	$6.26K	Hold	80	–	–	﹤0.01%	415
2024 Q1	$8.01K	Sell	80 -3	-4%	-$276	﹤0.01%	418
2023 Q4	$7.87K	Sell	83 -12	-13%	-$1.1K	﹤0.01%	423
2023 Q3	$9.9K	Hold	95	–	–	﹤0.01%	404
2023 Q2	$11.5K	Buy	95 +12	+14%	+$1.33K	﹤0.01%	389
2023 Q1	$9.18K	Hold	83	–	–	﹤0.01%	387
2022 Q4	$8.38K	Hold	83	–	–	﹤0.01%	397
2022 Q3	$8K	Hold	83	–	–	﹤0.01%	395
2022 Q2	$8K	Buy	83 +3	+4%	+$311	﹤0.01%	426
2022 Q1	$8K	Hold	80	–	–	﹤0.01%	426
2021 Q4	$9K	Buy	+80	New	+$9.42K	﹤0.01%	367

Other funds holding PII

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return